Reports, Analytics & Executive Export Guide

Overview

The Analytics & Insights Suite aggregates real-time operational data across intake requests, response times, volunteer service hours, and constituent demographics. Administrators can drill into specific subviews or export board-ready reports for grant compliance and leadership reviews.

graph TD
    Reports["Analytics & Insights Suite"] --> SLA["1. Operational SLA & Turnaround"]
    Reports --> Demo["2. Household Demographics (Grant Survey)"]
    Reports --> Impact["3. Grant & Mission Impact"]
    Reports --> Telephony["4. Telephony Usage & Carrier Billing"]
    Reports --> Export{"5. Export Dialog"}
    Export -->|Format A| CSV["CSV Raw Data Ledgers"]
    Export -->|Format B| PDF["Executive PDF Briefing Package"]

1. Role Scoping Nuances

Reporting Nuance	Organization Admin	Partner Admin
Data Scope	Global Network (All affiliate partner centers)	Single Facility (Restricted to assigned partner location)
Partner Filtering	Can filter metrics globally or drill into individual partner sites	Locked automatically to their designated facility
Export Capabilities	Network-wide CSV ledgers, MDR ledgers & Executive PDF packages	Location-specific CSV ledgers & Partner PDF summaries

2. Dashboard Subviews

Response Compliance & Deadline Monitoring

Turnaround Turnstile: Monitors average time elapsed from initial intake submission to staff claiming and resolution.
SLA Breach Monitoring: Real-time counter of requests nearing deadline (<= 1 hour remaining) or exceeding configured target response turnaround times.

Public Grant Compliance Benchmarks

Aggregated automatically from the post-intake voluntary survey (/s/:token) and staff intake registrations:

Age Distributions: Breakdown across age brackets (Under 18 through 65+).
Ethnicity & Race Breakdown: Demographic equity representation for public grant reporting.
Housing Security Status: Proportions of housed, unsheltered, sheltered, and at-risk community members.
Spoken Language: Primary languages spoken across the constituency.
Military & Veteran Status: Veteran service percentages for specialized funding applications.

Carrier Messaging & Budget Tracking

Available under Analytics & Insights > Telephony Reports (or /org-admin/reports with Telephony subpage):

Monthly Budget Consumption: Real-time progress tracker monitoring monthly telecom expenditures (inbound/outbound SMS segments, carrier pass-through surcharges, number leasing costs) against organizational budget caps with automated 80% and 100% threshold alerts.
10DLC Brand Compliance & Throughput: Displays active TCR Brand status, campaign registration status, carrier vetting level, and daily throughput capacity.
Message Detail Records (MDR): Searchable transaction ledger recording timestamp, message direction (Inbound / Outbound), recipient/sender (privacy masked), carrier delivery status (Delivered, Undelivered, Accepted, Failed), and exact cost per segment.
Date & Direction Filtering: Filter records by customizable date windows (Today, Last 7 Days, Last 30 Days, Last 90 Days, Custom) and direction (All, Inbound, Outbound).

3. Exporting Reports & Ledgers

Click the Export Reports button in the dashboard header to generate external documentation:

Export Format Options

Executive PDF Briefing Package:
- Generates a multi-page, formatted .pdf document complete with organization branding, executive summary cards, demographic charts, and SLA turnaround tables.
- Ideal for board of directors meetings, donor presentations, and grant applications.
CSV Data Ledgers:
- Downloads unaggregated .csv spreadsheets:
  - Volunteer Service Hours Ledger
  - Shared Needs & Case Ledger
  - Constituent Intake Demographic Ledger
  - Carrier Message Detail Records (MDR) Ledger
- Ideal for internal database audits, Excel pivot analysis, or telecom expense reconciliation.

4. Automated Response Escalations & Daily Digests

Background SLA Sweeper (monitor_group_slas): Continuous worker monitoring response deadlines and dispatching alert emails to administrators when requests approach target thresholds.
Daily Executive Digest (send_daily_digest): Automated 24-hour summary email dispatched to administrators summarizing open case counts, active volunteers, and turnaround compliance.
Strict Privacy Compliance: Automated email digests omit all constituent PII/PHI (names, phone numbers, addresses, medical details) to maintain strict HIPAA compliance.